Institutional Ownership Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG). We have compiled data on the 2,667 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $41.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
24,986
shares
|
$4.55 Million
1.8% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
24,963
shares
|
$4.55 Million
0.16% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
24,747
shares
|
$4.51 Million
1.96% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
24,526
shares
|
$4.47 Million
0.02% of portfolio
|
Q3 2025
Reduced 33.12%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
24,450
shares
|
$4.45 Million
1.0% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
24,399
shares
|
$4.44 Million
0.6% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jan 15, 2026 Q4 2025 |
24,394
shares
|
$4.44 Million
4.88% of portfolio
|
Q4 2025
Added 1.27%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
24,277
shares
|
$4.42 Million
0.5% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
24,236
shares
|
$4.41 Million
0.38% of portfolio
|
Q3 2025
Added 516.22%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
24,195
shares
|
$4.41 Million
1.93% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
24,055
shares
|
$4.38 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
24,043
shares
|
$4.38 Million
0.41% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
23,938
shares
|
$4.36 Million
0.7% of portfolio
|
Q3 2022
Added 209.48%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
23,903
shares
|
$4.35 Million
1.13% of portfolio
|
Q4 2025
Reduced 2.91%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
23,823
shares
|
$4.34 Million
1.93% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
23,765
shares
|
$4.33 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
23,720
shares
|
$4.32 Million
0.0% of portfolio
|
Q3 2022
Added 1.26%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
23,575
shares
|
$4.29 Million
0.83% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
23,546
shares
|
$4.29 Million
2.16% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
23,510
shares
|
$4.28 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
23,480
shares
|
$4.28 Million
0.79% of portfolio
|
Q4 2025
Reduced 2.05%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
23,458
shares
|
$4.27 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
23,363
shares
|
$4.26 Million
0.11% of portfolio
|
Q3 2025
Reduced 10.47%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
23,352
shares
|
$4.25 Million
0.13% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
23,152
shares
|
$4.22 Million
2.79% of portfolio
|
Q4 2025
Added 2.66%
|
|